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All of us have dreams for the future but most of us don’t know the best way to get there. We are your coach and counselor. We help you turn your dreams into goals and goals into reality.

Video Archive
Quarterly Report - Q1 2022 May 18, 2022 Nichole and Tim review the first quarter of 2022.
Money Minute Start Investing Now April 7, 2022 Nichole sits down to talk about the importance of investing in this Money Minute. Securities offered through Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered through Cambridge...
Money Minute Remote Working March 3, 2022 Nichole sits down to talk about the trade-offs involved in working from home in this Money Minute. Securities offered through Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services...
Quarterly Report Q4 2021 February 9, 2022 Nichole and Tim review the fourth quarter of 2021 with a special focus on continued inflation concerns and a look at average market corrections. Securities offered through Cambridge Investment Research,...
Quarterly Report Q3 2021 November 19, 2021 Nichole and Tim review the third quarter of 2021 with a special focus on continued inflation concerns and a look at average market corrections. Securities offered through Cambridge Investment Research,...
Quarterly Report - Q2 2021 July 27, 2021 Nichole and Tim review the second quarter of 2021 with a special focus on inflation concerns. Securities offered through Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered...
Take the Next Step Your path to financial freedom starts here.
  1. 1 Schedule A Consultation.

    We’ll get to know you and your financial objectives to figure out where to go from here.

  2. 2 Meet With Us.

    Together we’ll work towards a plan that is customized to your personal needs.

  3. 3 Move Toward Financial Success.

    As life changes, we’ll adjust your strategy to help match your new life situation.